401(k) · DOL Form 5500 · 2024

Palmer Johnson Enterprises, Inc. 401(k) Plan

Data updated 2026-08-25

$24M
Total assets Small plan by assets
177
Participants Small participant base
73rd
Percentile by assets National rank
$134,443
Avg per participant Near avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Palmer Johnson Incentive Savings Plan · Sponsored by Palmer Johnson Enterprises, Inc. · Wisconsin · Manufacturing

$24M in assets, 177 participants

Palmer Johnson Enterprises, Inc.'s Palmer Johnson Incentive Savings Plan reported $24M in total assets and 177 participants in its 2024 DOL Form 5500 filing, ranking in the 73rd percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #11,326 in Manufacturing (17,777 peers)

Coverage in Wisconsin

Palmer Johnson Incentive Savings Plan covers 177 participants in Wisconsin, about 31% of the average Wisconsin filer (state average ~563 per filing). Assets: $24M.

#11,326
in Manufacturing (17,777 peers)
+15.7%
assets growth YoY

Palmer Johnson Incentive Savings Plan's outsized position by total assets

Palmer Johnson Incentive Savings Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$23,796,441 Top 27% higher than 73% of 123,620 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Palmer Johnson Incentive Savings Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Palmer Johnson Incentive Savings Plan sits mid-pack in the medium band (177 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Palmer Johnson Incentive Savings Plan reported net income fell from $4M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Palmer Johnson Incentive Savings Plan end-of-year assets rose from $21M in the plan year 2023 filing to $24M in the plan year 2024 filing.
  • Palmer Johnson Incentive Savings Plan reported participants rose from 172 in the plan year 2023 filing to 177 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 390746894 · Palmer Johnson Enterprises, Inc. PY 2024 · 401(k)

Palmer Johnson Incentive Savings Plan · $24M · 177 · 73rd

  • PART $24M
  • PART 177
  • PART 73rd
  • PART 401(k)
  • PART near Buerkle Companies Employee Savings and Retirement Plan
  • PART ind #11326

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Manufacturing retirement plans → · Plans in Wisconsin →

Palmer Johnson Incentive Savings Plan in the asset neighbourhood

Palmer Johnson Incentive Savings PlanPalmer Johnson Incentive Sav…$24MBuerkle Companies Employee Savings and Retirement PlanBuerkle Companies Employee S…$24MBinswanger Management Corporation 401(k) PlanBinswanger Management Corpor…$24MRetirement Plan for Employees of Step by Step, IncRetirement Plan for Employee…$24MBunting Group, Inc. 401(k) PlanBunting Group, Inc. 401(k) P…$24M
End-of-year total assets ($M) among Palmer Johnson Incentive Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Wisconsin filing particulars

Total Assets (Beginning of Year)$21M
Net Assets (End of Year)$24M
Net Income$3M
Employer EIN390746894
Plan Effective Date1978-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Palmer Johnson Enterprises, Inc.)

Sponsor-wide plan assets over time

All Palmer Johnson Enterprises, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$24M 42.02633251665925% vs 2022
2024 filing year
$15M$20M$25M 202220232024 $16.8M $23.8M ▲ +42.1%
Year Plans Participants Total Assets
2022 1 153 $17M
2023 1 172 $21M
2024 1 177 $24M

Nearby 401(k) Plans in Wisconsin

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Palmer Johnson Incentive Savings Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants Palmer Johnson Incentive Savings Plan, Total assets ($B): 0.023796441 · Participants: 177Palmer Johnson Incentive Savings PlanAdvocate Aurora Health 401(k) Plan, Total assets ($B): 10.487791739 · Participants: 80015Advocate Aurora Health 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 7.188548319 · Participants: 28489Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 5.136404794 · Participants: 26372Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 4.988151 · Participants: 11661Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.765132976 · Participants: 9217Rockwell Automation Retirement Savings Plan
Palmer Johnson Incentive Savings Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Palmer Johnson Incentive Savings Plan side-by-side with 3 peers →

Palmer Johnson Incentive Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Buerkle Companies Employee Savings and Retirement Plan in MN ($24M); by covered participants it is Greater Houston Retailers Association 401(k) Plan in TX (177 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (177 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Palmer Johnson Incentive Savings Plan assets move in 2024? ▼
Palmer Johnson Incentive Savings Plan grew sharply - up 15.7% during 2024, from $21M to $24M. Reported net income was $3M.
How have Palmer Johnson Enterprises, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Palmer Johnson Enterprises, Inc.'s sponsor-wide assets grew 42.0%, from $17M to $24M.
Which 401(k) plans are similar in size to Palmer Johnson Incentive Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Buerkle Companies Employee Savings and Retirement Plan in MN ($24M, 267 participants).
Which 401(k) plans cover a similar participant headcount to Palmer Johnson Incentive Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Greater Houston Retailers Association 401(k) Plan in TX (177 participants, $496K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 390746894.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.